Defining / Editing a Chart

To define or edit a Chart in Insight, follow these steps:

1) From the available charts list, select the chart to be edited (it will highlight blue-gray) and select ‘Edit’ from the ‘Selected Chart’ menu.  Note: if this is a newly created chart, this step is not required; please proceed to Step 2.


2) The Edit Chart window will appear.  The available tabs will be discussed below.


Setup Tab

The Setup tab contains two different sections:

Data and Variables

  • Dataset - select the dataset to be used as a basis for the chart.
  • Analysis Variable - select the variable to be displayed on the horizontal axis of the chart.
  • Series Variable - select the variable to be used as the basis for displaying different bars or lines on the chart.  For example, to show a different bar or line for each gender in the dataset, select Gender.
  • Variable Settings Button - see for more information on options available for variable transformations.

Summary Metrics - the Summary Metrics box is explained in the following article:


Filter Tab

The filter tab can be used to specify a subset of the data to use for creating the chart.  See for more information on using the filtering and searching dialog. 


Titles & Labels Tab

See the article here for more information about the Titles and Labels settings:

3) Preview the chart, save it, or cancel changes using the buttons at the bottom of the dialog.

  • Preview - view the chart using the currently defined settings.  This does not permanently save the settings.
  • Save - save the currently defined settings for the chart, but do not exit the dialog.
  • Save and Close - save the currently defined settings and exit the dialog.
  • Cancel - cancel any changes made and exit.


4) Output - if you selected both a series variable and multiple summary metrics, the multiple metrics will be available in a dropdown box on the upper left of the display window.  Otherwise, a single chart similar to below will result from the chart settings.